Empowering Your Success

with

Expert Business and Project Management Solutions

The Expert Planners specialize in strategy, optimization, and execution.

Our Online Business Management services handle the administrative tasks you don’t enjoy, freeing you to focus on what you love most—being the visionary behind your business.

Business manager smiling with a laptop.

Strategize, Optimize, and Execute

〰️

Strategize, Optimize, and Execute 〰️

Our 3 Step Approach to Improve your Business

  • Strategize

    As a business owner, you probably have a whirlwind of ideas constantly swirling in your mind.

    We will thoroughly review your current business processes, compare them with your vision, and develop a roadmap to align your current state with your bigger picture.

  • Optimize

    Streamlining workflows by refining and automating to eliminate unnecessary steps.

    Optimizing by enhancing processes to ensure greater efficiency and consistency.

  • Execute

    With a solid foundation set, we can dive into the exciting part—bringing your strategic plan to life.

    We will methodically implement the plan to guide your business towards reaching set goals and conduct quarterly reviews to assess our progress and make adjustments as needed.

Hi, I’m Priscilla!

Co-founder of The Expert Planners

Registered Nurse - Business Strategist - Project Manager

With over a decade of diverse experience, I bring together a strong corporate background and the empathy I've developed from my years as a nurse.

I’m passionate about supporting the trailblazers

— the ones who dared to bet on themselves, challenge the status quo, and trust their instincts to achieve success.

At The Expert Planner, my mission is to drive small businesses forward, fostering growth and success at every stage of your journey. I specialize in helping you strategize, streamline, and optimize your operations.

Let’s collaborate to help your business thrive!

Business manager sitting with a coffee and smiling.

“The meaning of life is to find your gift.
The purpose of life is to give it away.”

— Pablo Picasso



Let’s Work Together

  • Strategy Calls

    Starting or growing a health / wellness business can feel overwhelming, but with the right guidance and strategy, success is within reach.

    This 1:1 Business Strategy Session offers personalized insights and actionable plans to align your skills with effective business strategies.

    This 2 part session will start with a one hour discovery call to get to know everything about your business. Followed by a detailed report and second one hour call to review all of my recommendations.

  • 1:1 Business Coaching

    Experience personalized 1:1 business coaching designed to help you overcome your business challenges, optimize operations, and achieve your goals.

    This biweekly coaching session provides tailored strategies and expert advice to empower you to build a successful and sustainable business.

    With expert business guidance, you will gain clarity, obtain actionable insights, and the confidence to make decisions that drive growth.

  • Strategy Service

    This is a high-impact service over the course of one month.

    Think of this as, a deep cleaning where we clear out that to-do list, revamp your processes, create automations, and get your business back on track.

    This is a 'done for you' service where I tidy up all of your processes and hand them over to you ready for launch with fully customized tools.

You may be wondering what sets me apart from other Business Strategists?

In my former corporate roles, I led large-scale strategies from start to finish, turning big ideas into actionable results.

With my background as a nurse, I bring an insider’s understanding of the healthcare industry, combined with a compassionate approach to your unique needs. My experience enables me to tackle complex challenges and deliver solutions that align with your business goals.

This blend of strategic expertise and industry knowledge allows me to offer practical, personalized guidance that helps small business owners like you achieve sustainable growth and success.

Business manager listening and engaging with a cup of coffee in hand.

Our Client Experience

Want to know more about the process?

 

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Ready to Work Together?

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